SOE Filter Parameters

The following control maintenance records belong to the SOE (Sales Order Entry) category and apply to filtering parameters.

Exclude All Sales Orders Outside The Plenty Date From Avail Calc

Indicate whether the system excludes all sales orders outside the plenty date from the availability calculation.

Options	Yes - The system ignores all sales orders with a ship date beyond the plenty date, regardless of order status. No - The system considers all sales orders with a ship date beyond the plenty date, based on status.
Outcome of setting this control record	Determines what sales orders are included when the system is calculating the availability of a product. If set to Yes, inventory is not committed if the ship date is on or outside the plenty date. If set to No, if an order has an immediate need status, inventory is committed, regardless of the ship date.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	None

Exclude Direct Sales Orders From PIL Check

Indicate whether the system omits the projected inventory level (PIL) check for each product on an open sales order that is turned into a direct vendor shipment.

Options	Yes - The system does not check the PIL. No - The system checks the PIL. If changing the order to a direct affects the maximum days supply, the system displays a warning message.
Outcome of setting this control record	Determines if the system checks the PIL for items on an order that is being changed to a direct shipment.
Default Value(s)	Yes
Action if set to Null	Same as if set to Yes.
Additional Information	None

Exclude Directs From Limit Quantity

Indicate by branch whether to omit directs when checking quantity limits. The default is Yes.

Exclude Exceptional Sales From Customer Demand Index

Options	Yes - Excludes exceptional sales when building the list of products a customer has ordered in the last year or more. No - Includes exceptional sales when building the list of products a customer has ordered in the last year or more.
Outcome of setting this control record	Determines whether exceptional sales are included when you run the Customer Demand Index. The Customer Demand Index builds the list of products a customer has ordered, and is used by the Reorder Pad in sales order entry.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	An exception sale is one of a product in a quantity far above the average quantity sold. Exceptional sales can distort the demand calculation.

Exclude From Ship-To/Ship-From Selection If Excluded From Index

Indicate whether the system excludes a customer or vendor name from the selection list if the record is flagged for exclusion from the index.

Options	Yes - If a customer/vendor record's Exclude from Index field on the Additional Information window is flagged, that name does not display in the ship-to/ship-from selection list when creating a new order. No - Even if a customer/vendor record's Exclude from Index field is flagged, that name still displays in the ship-to/pay-to selection list in order entry when an associated bill-to-only/pay-to-only customer/vendor is originally specified on the order entry window.
Outcome of setting this control record	For flagged customers and vendors, if this record is set to Yes, they are also excluded from the ship-to or ship-from selection lists when creating sales or purchase orders.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	None

Exclude MiscChrg Products From Customer Demand Index

Indicate whether the system excludes products with a MiscChrg status from the Customer Demand Index.

Options	Yes - Excludes miscellaneous charge products when building the list of products a customer has ordered in the last year or more. No - Includes miscellaneous charge products when building the list of products a customer has ordered in the last year or more.
Outcome of setting this control record	Determines whether miscellaneous charge products are included when you run the Customer Demand Index. The Customer Demand Index builds the list of products a customer has ordered, and is used by the Reorder Pad in sales order entry.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	Miscellaneous charge products are defined for services and fees, such as restocking fees or assembly charges, for which there is not a physical product that you place into inventory. For more information, see Creating Miscellaneous Charge Product Records.

Exclude New Sales Orders From PIL Check

Indicate whether the system excludes products added to and removed from new orders before saving the order from the projected inventory level (PIL) check. This record also applies to purchase, transfer, and adjustment orders.

Options	Yes - Excludes new orders. For example, when a user makes a change to a nonstock product on a new sales order, the system does not display a message indicating that the maximum days supply of the product will be exceeded. The reason for this safeguard is if a salesperson puts a nonstock product on an order, they are advised that the action is affecting the inventory level of the item. Since nonstock items have zero demand, one of a nonstock item is an infinite days supply. No - Does not exclude new orders. For example, when a user makes a change to a nonstock product on a new sales order, the system displays a message indicating that the maximum days supply of the product will be exceeded.
Outcome of setting this control record	The PIL check prevents exceeding the allowable maximum days supply of the product specified in the Maximum Days Supplycontrol maintenance record.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	When you set this control maintenance record to Yes, the system overrides the settings in the Exclude SOE Returns From PIL Checkcontrol maintenance record.

Exclude Procure Comments From OE Group Procurements

Indicate whether the system attaches procurement comments to items that are procured through the Job Bid Subtotal Maintenance window.

Options	Yes - Does not attach procurement comments when procuring items from a subtotal group. No - Attaches procurement comments when procuring items from a subtotal group.
Outcome of setting this control record	Determines whether procurement comments are added when you procure subtotal groups for a job.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	None

Exclude SOE Returns From PIL Check

Indicate whether the system checks if the quantity for a product returned in sales order entry puts the product over the amount specified in the Maximum Days Supplycontrol maintenance record.

Options	Yes - Excludes sales order entry returns from projected inventory level (PIL) check. Enter Yes if your company takes a returned product no matter how the returned quantity affects your inventory level. No - Includes sales order entry returns in the PIL check. Enter No if your company does not take a product return if the quantity returned puts your inventory level over the Maximum Days Supply amount
Outcome of setting this control record	Determines whether returns in sales order entry are checked against the maximum days supply allowed in the system.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	When you set the Exclude New Sales Orders From PIL Checkcontrol maintenance record to Yes, the system overrides the settings in this record. Exclude SOE Returns From PIL Checkcontrol maintenance record.

SOE Filter Parameters Control Maintenance Records